Osterweis Capital Management Revenue and Competitors

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Osterweis Capital Management's estimated annual revenue is currently $15.3M per year.(i)
  • Osterweis Capital Management's estimated revenue per employee is $204,300

Employee Data

  • Osterweis Capital Management has 75 Employees.(i)
  • Osterweis Capital Management grew their employee count by 10% last year.

Osterweis Capital Management's People

NameTitleEmail/Phone
1
VPReveal Email/Phone
2
Partner, VP, Director Private Client GroupReveal Email/Phone
3
Partner, Chief Investment Officer - Sustainable Credit StrategiesReveal Email/Phone
4
VP / Senior TraderReveal Email/Phone
5
VP, Portfolio Analyst & TraderReveal Email/Phone
6
Chairman & Chief Investment OfficerReveal Email/Phone
7
Chief Compliance OfficerReveal Email/Phone
8
Director OperationsReveal Email/Phone
9
Director Client RelationsReveal Email/Phone
10
VP & Director Information TechnologyReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$3.8M240%N/AN/A
#2
$4.3M27-4%N/AN/A
#3
$1.9M14-22%N/AN/A
#4
$13.7M678%N/AN/A
#5
$27M11928%N/AN/A
#6
$12.1M5934%N/AN/A
#7
$21.1M933%N/AN/A
#8
$23.4M103-8%N/AN/A
#9
$4.3M270%N/AN/A
#10
$7.6M45N/AN/AN/A
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What Is Osterweis Capital Management?

Osterweis Capital Management (Osterweis) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients' interests at the forefront. Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC

keywords:Banking,Finance

N/A

Total Funding

75

Number of Employees

$15.3M

Revenue (est)

10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Osterweis Capital Management News

2022-04-20 - What's next for stock market as Federal Reserve moves toward 'peak hawkishness'

The Osterweis portfolio managers said the Fed can raise the target fed funds rate to cool the economy while shrinking its balance sheet to...

2022-04-19 - Equity Investment Outlook: Globalization in Retreat ...

Equity Investment Outlook: Globalization in Retreat. by Team of Osterweis Capital Management, 4/22/22. Download; Print; Email; Save.

2022-04-17 - Osterweis Expands Fixed Income Suite With Sustainability ...

SAN FRANCISCO--(BUSINESS WIRE)--Osterweis Capital Management (Osterweis) and Zeo Capital Advisors (Zeo) announced today that the Zeo team...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$9.5M7519%$31.9M
#2
$9.5M75-5%$51M
#3
$9.1M750%$4.2M
#4
$9.8M75N/AN/A
#5
$9.5M7519%$20.6M